Hi, this is Chester. The 2.0.8 release went live Wednesday, February 7th. This release included several new improvements… one of which has been requested from several customers. Using the quote builder tool has never been so easy now that you can upload and maintain your customer database within the Point2 Manager system… Call or email your Point2 Support contact to get started using this powerful feature
Try out the new “manage my clients” module by browsing the left hand navigation under Marketing Tools / Quote Builder. Users can quickly Search, Edit, or Create clients or you can contact our Support Team to learn how you can automate the upload of your entire client list (from your CRM or business system).
Thanks again for being a valued customer of Point2 and we’ll continue to keep you updated on all that’s happening. Please don’t hesitate to contact us by phone or email… anytime!
Ches
Regards,
Chester Hagen – chagen @ point2.com
Vice President Sales || Point2 Technologies Inc.
888.955.7900 toll free || 306.955.1855 outside N.A.
Powering progressive dealers! – http://manager.point2.com
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